Become an Onboarding Expert

Discover how to go digital and grow faster.

Under Product Overview

Getting Started

2
Minutes
Account Set Up
1
Minutes
How to Stop Fraud at the Door with Twilio
3
Minutes
How to Embed a Digital Application on Your Website in Less Than 5 Minutes!
Application Builder
1
Minutes
Field Conditional Logic
1
Minutes
Change Section Category
1
Minutes
Add or Remove Rows and Columns
1
Minutes
Move Fields or Sections on an Application
1
Minutes
Delete Fields or Sections from an Application
1
Minutes
Add Conditional Logic to a Section
1
Minutes
Add Supporting Document to Application
1
Minutes
Add Conditional Logic to a Supporting Document
1
Minutes
Enable Multi-Signer on an Application
1
Minutes
View and Resolve Errors from Notification Center
3
Minutes
Applications
2
Minutes
Embed Application Links into Hubspot Marketing Emails
2
Minutes
Embed An Application in Your Gmail Signature
2
Minutes
How to Collect Supporting Documents Easily 👍
3
Minutes
Collecting Multiple Signatures with our Multi-Signer Flow
2
Minutes
Exploring the Power of ISOs and Agents in Digital Account Opening 👥
PDF Mapping
3
Minutes
PDF Mapping
3
Minutes
PDF Mapping Overview
Integrations
1
Minutes
Verification Suite Overview
1
Minutes
Add Plaid Integration to Application
Minutes
Verification Suite
2
Minutes
How to Issue Credit Cards with an Easy Click to Agree & Verification Process
2
Minutes
Automating Pre-Qualification and Underwriting 🤖
Settings
1
Minutes
Resources
1
Minutes
Add or Update Company Logo
2
Minutes
Creating Teams and Setting User Permissions

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